Schwab US Dividend Equity ETF
SCHD
1,174 hedge funds and large institutions have $13.2B invested in Schwab US Dividend Equity ETF in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 632 increasing their positions, 252 reducing their positions, and 54 closing their positions.
151% more repeat investments, than reductions
Existing positions increased: 632 | Existing positions reduced: 252
144% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 54
20% more call options, than puts
Call options by funds: $34.5M | Put options by funds: $28.7M
16% more funds holding in top 10
Funds holding in top 10: 167 → 193 (+26)
11% more capital invested
Capital invested by funds: $11.9B → $13.2B (+$1.3B)
6% more funds holding
Funds holding: 1,111 → 1,174 (+63)
1.33% more ownership
Funds ownership: 114.2% → 115.53% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$94.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$85.4M |
| 3 |
Morgan Stanley
New York
|
+$85.3M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$77.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$70.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$49.4M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$28.9M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$16.5M |
| 4 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$12.2M |
| 5 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$9.7M |
SCHD Hedge Fund Activity: Q1 2022 in Review
1,174 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q1 2022, worth a combined $13.2B — up 11% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new SCHD positions and 54 closed out — a net gain of 78 holders — while 632 added to existing stakes and 252 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $94.9M. The largest seller was Wealthfront Advisers, cutting an estimated $49.4M.
- 1,174 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q1 2022, up from 1,111 in Q4 2021.
- Funds reported $13.2B of Schwab US Dividend Equity ETF stock for Q1 2022, up 11% quarter-over-quarter.
- 132 funds opened new Schwab US Dividend Equity ETF positions in Q1 2022 and 54 closed out, a net change of +78 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $94.9M added.
- The largest Schwab US Dividend Equity ETF seller in Q1 2022 was Wealthfront Advisers, an estimated $49.4M sold.
Based on aggregated 13F filings for Q1 2022.